Rob Beer is a seasoned professional with extensive experience in financial services, currently serving as the Director of Account Transfers/Transitions at Scotiabank since 2012. Prior to this role, Rob held multiple director positions in retail operations at Dundee Securities, Dundee Wealth, DundeeWealth Inc., and Dundee Wealth Management from 2005 to the present, showcasing expertise in advisor transitions and retail operations. Rob's career in finance began as a Manager at Midland Walwyn Capital from 1987 to 2000, followed by a managerial role at Merrill Lynch Canada from 1999 to 2001.
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